Robert Rieck is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Thrivent Investment Management Inc and Thrivent Financial for Lutherans from 2008 to 2018. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic automation to support its advisory process, emphasizing products from affiliated firms.

Benjamin Prescott III is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to that, Prescott worked at Prescott Communications from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Landis Limon is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 65 designation. Prior to his advisory role, he attended William Peace University and worked briefly at IMG Academy and other positions unrelated to finance. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages assets across multiple platforms and custodians and provides both discretionary and non-discretionary management options.

Jeffrey Anderson is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, all with MassMutual Life Insurance Company and Mass Mutual Investors Services. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools and collaborative planning processes to deliver written recommendations.

Timothy Shaughnessy is a Wealth Management Advisor and a founding member of the Mackey Shaughnessy Group at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Chartered Retirement Planning Counselor™ (CRPC™) designation, as well as the Personal Investment Advisor (PIA) credential. Timothy began his career in finance in 2009 with Guardian Life Insurance, which provided him with a foundation to approach financial planning from a holistic perspective. He grew up in the Bradenton, Florida community and attended Bayshore High School before playing football at Kent State University and Delta State University, where he also earned his bachelor's degree. Since joining Merrill Lynch Wealth Management in 2013, Timothy has focused on building a practice centered on quality relationships and trust. His areas of expertise include college education planning, legacy planning, family wealth management strategies, and portfolio management services. Timothy is actively involved in his local community, serving as a board member of Anna Maria Island Rotary and volunteering as a youth football coach. He resides in Bradenton with his twin boys, Liam and Rory.

Adam Mastromarino is a financial advisor at Raymond James & Associates with 11 years of industry experience. He previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. He holds Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Frederick Scheerle IV is a financial advisor at Edward Jones with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Kelly is a financial advisor at Morgan Stanley with 61 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, serving in roles at both Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. He is based in Longboat Key, Florida. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate agreements.

Larry Tummonds is a CFP® professional with 11 years of experience in financial planning. He has been with Larry Allan Financial Planning Services LLC since 2015. The firm is an independent advisory serving clients with personalized financial planning and investment management.

Christopher Smith Sr. is a financial advisor at Waterside Investment Advisers LLC in Sarasota, FL, holding a Series 65 license with four years of industry experience. He is also the owner and president of SmithLaw Attorneys PA, a civil law firm he has managed since 2005, focusing on real estate, litigation, probate, estate planning, trust management, bankruptcy, and personal injury. Waterside Investment Advisers LLC is an independent firm that serves clients seeking personalized investment advice.

Eric Kuchera is a financial advisor at Cypress Stone Capital LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations. Prior to founding Cypress Stone Capital in 2021, he worked at Raymond James Financial Services Advisors Inc. and Ecliptic Wealth Management from 2016 to 2021. Cypress Stone Capital operates as an independent firm.

Bruce Hearon is the sole advisor at Hearon Advisory Group, LLC, an independent firm based in Bradenton, FL. He holds a Series 65 designation and has 16 years of industry experience. In addition to his advisory role, he works with Keller Williams Realty assisting clients with real estate transactions. Hearon Advisory Group provides personalized financial advisory services tailored to individual clients.